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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,432 | $162,812-62.9% | $133,971-54.9% | $158,966-62.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.19% | 41.94%-25.8pp | 45.09%-28.9pp | 302.95%-286.8pp |
| Employer contribution / active EE | $13,388 | $4,976+169.1% | $3,919+241.6% | $4,762+181.1% |
| Participant deferral / active EE | $15,836 | $5,910+167.9% | $5,047+213.8% | $5,983+164.7% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |